Creating and Managing Tags

Creating and Managing Tags #

Tags are flexible labels for categorizing contacts based on behaviors, attributes, or custom criteria. Contacts can have unlimited tags.

Understanding Tags #

Tags are informal contact labels (e.g., VIP, Hot Lead, Tech Industry, Needs Follow-up) with no subscription management. Unlike lists, tags can be applied liberally.

See Lists and Tags for comparison.

Creating Tags #

Three Methods #

Method 1: From Tags Page

1. PloverCRM → Tags → Add New Tag
2. Enter name, slug (auto-generated), description (optional)
3. Click Add New Tag

Method 2: While Editing a Contact

1. Open contact → Tags metabox
2. Type new tag name → Press Enter
3. Tag is created and assigned instantly

Method 3: Quick Creation

• Type tag name in any tag field → Press Enter

Naming Tips: Use title case and consistent terminology. Avoid generic names (e.g., Tag1) or unclear abbreviations.

Managing Tags #

Edit a Tag #

1. PloverCRM → Tags → Hover over tag → Edit
2. Update name or description
3. Click Update

Delete a Tag #

1. Hover over tag → Delete → Confirm
2. Tag is removed from all contacts (contacts remain)

⚠️ Before deleting: Export contacts, verify the tag is obsolete, and check automation rules.

Merge Tags #

To combine similar tags (e.g., “VIP” and “V.I.P.”):

1. Filter by the tag to merge → Select all contacts
2. Add the primary tag → Remove the old tag → Delete the old tag

Adding/Removing Tags #

Manual Tagging #

Single Contact:

1. Open contact → Tags metabox → Type/select tag → Update

Multiple Contacts:

1. PloverCRM → Contacts → Select contacts
2. Bulk Actions → Add Tags → Enter tags (comma-separated) → Apply

Automatic Tagging #

• Form Integration: Auto-tag contacts from form submissions
• Behavioral: Email opens, link clicks, page visits
• API: Programmatic assignment

Removal #

• Single: Click X next to tag in the contact edit screen
• Multiple: Bulk Actions → Remove Tags

Best Practices #

Organization by Type:

• Priority/Status: VIP, Hot Lead, High Priority
• Industry: Tech Industry, Healthcare, Finance
• Behavior: Attended Webinar, Downloaded Content
• Source: Website Lead, Referral, Trade Show
• Lifecycle: New Contact, Qualified, Customer

Naming Convention:

Priority: VIP, High Priority
Industry: Tech Industry, Healthcare Industry
Source: Source - Website, Source - Referral

Maintenance:

• Tag liberally — multiple tags per contact is normal
• Monthly audits: merge similar tags, delete unused
• Keep active tags manageable (50–100)
• Standardize names and document meanings

Troubleshooting #

Last updated: February 3, 2026